Senior Assistant Relationship Manager, Client Support Desk

Royal Bank of Canada; Hong Kong; On-site; HKD 600,000 - 900,000; Full time

Benefits offered by this job

Total rewards

Training program

Career development

Job summary

Royal Bank of Canada in Hong Kong seeks a Client Support Desk member for Wealth Management Asia to support the growth strategy and onboard new clients.

You will independently handle new account openings, maintenance, transfers, loans, payments, orders and product recommendations, while mentoring and training new relationship managers.

This role requires HKSI licensing, 3–5 years in private banking, and fluency in English and Mandarin, with strong communication and adherence to KYC/AML regulations.

Qualifications

• University degree in business, finance, or economics.
• 3–5 years’ relevant private banking/wealth management experience.
• HKSI Papers 1, 7 & 8 or equivalent.
• Strong interpersonal and influencing skills.
• Solid knowledge of investment products and KYC/AML regulations.

Responsibilities

• Handle new account openings, maintenance, asset transfers, loans, payments and orders.
• Mentor onboarding of new relationship managers through trainings.
• Guide clients and relationship managers on RBC WMA offerings.
• Ensure timely, accurate execution of client requests and transactions.
• Manage client accounts and relationships, including pricing and execution.
• Adhere to KYC/AML and cross-border regulatory policies.
• Collaborate with stakeholders and support Sales Management Office.
• Participate in projects to improve WMA platforms and client experiences.

Skills

Interpersonal skills

Written and verbal communication

KYC/AML knowledge

Regulatory compliance

English & Mandarin fluency

Client relationship management

Training & mentoring

Financial product knowledge

Self-motivation

Bloomberg proficiency

Education

University degree in business/finance/economics

Tools

Avaloq system

Bloomberg Terminal

Reuters terminal

Job description

As the member of Client Support Desk, Wealth Management Asia, you will report to the Heads of Client Support Desk and support the entire RBC Wealth Management Asia (\"WMA\"). You would be key to the growth strategy of RBC WMA, be part of training and developing new relationship manager and onboarding of new clients.

What will you do?

Independently handle new account openings, account maintenance, asset transfers, loans, payments, order taking, and product recommendations.

Develop and mentor the onboarding of new relationship manager through scheduled trainings, regular catch-ups.

Provide assistance and guidance for new client / RM's queries and interest on RBC WMA’s offering and product capabilities.

Ensure timely and accurate execution of client requests and transactions.

Independently manage both client accounts and relationships (including product and services queries, pricing and execution).

Be familiar and adhere to Bank’s code of conduct, KYC, due diligence, AML and cross border regulation and compliance to policies and procedures as well as regulatory requirements

Works collaboratively and endeavours to build good working relationships with other key stakeholders.

Partner with Sales Management Office and follow the WMA growth strategy and initiatives.

Participates in projects which drives the positives changes over WMA platforms and client experiences.

What do you need to succeed?

Must-have

University degree in Business Management, Finance, Economics or other relevant professional finance qualifications.

At least 3-5 years’ relevant experience in private banking/wealth management platform, preferably in roles of ARM/Client due diligences.

HKSI Licensing Examination Papers 1, 7 & 8 or equivalent.

Strong interpersonal and influencing skills are essential.

Highly articulate in both written and verbal business communication.

Solid investment products knowledge and sound understanding of relevant external regulations governing the business.

Knowledgeable and experienced across KYC/AML/Compliance.

Self-motivated individual with a positive change mindset. Comfortable with direct communication both internally (with functional partners) and externally (with prospects or clients).

Advanced Bloomberg & Reuters.

Fluency in English and Mandarin language skills is essential.

Nice-to-have

Avaloq system knowledge is preferred.

Certified ECF qualification is preferred/ Holder of ECF on AML/CFT certification is preferred.

This position is subject to the Mandatory Reference Check Scheme (MRCS). MRCS is a standardized reference-checking arrangement by requesting the individual's information from each relevant former and current employers (Authorized Institutions under the supervision of the Hong Kong Monetary Authority) covering the preceding seven years prior to the application for this position. For more details, please refer to Frequently Asked Questions for In-Scope Individuals.

What’s in it for you?

We thrive on the challenge to be our best - progressive thinking to keep growing and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

A comprehensive Total Rewards Program including bonuses, flexible benefits and competitive compensation

Leaders who support your development through coaching and managing opportunities

Opportunities to work with the best in the field

Ability to make a difference and lasting impact

Work in a dynamic, collaborative, progressive, and high-performing team

A world-class training program in financial services.